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Deepu Gupta 29 child opportunity update : from the Parent Object
Hi All,
I have very urgent req.in which i have to populate custom object field on the child opportunity creation.
Parent Opp and
I have a Child Opp(Self lookup) where Record Type = 'ABC'
Now,one custom object(ProgramPlan) where PWType(Field Name) = 'ABC'
There is a lookup relationship between this custom object and opportunity.
So,whenever new opportunity created it should stamp that ProgramPlan on the opportunity.
Please suggest how can i achieve this req.
I have very urgent req.in which i have to populate custom object field on the child opportunity creation.
Parent Opp and
I have a Child Opp(Self lookup) where Record Type = 'ABC'
Now,one custom object(ProgramPlan) where PWType(Field Name) = 'ABC'
There is a lookup relationship between this custom object and opportunity.
So,whenever new opportunity created it should stamp that ProgramPlan on the opportunity.
Please suggest how can i achieve this req.
Use Process builder. You no need to write any code for this .